Catalog administration

As an administrator, you can:

  • Create and configure Object Types.
  • Define metadata fields and control their behavior.
  • Configure associations between Object Types.
  • Specify Interest Types to allocate responsibilities.
  • Assign approvers for governance.
  • Set Review cycles to ensure periodic validation.
  • Set conformance rules to monitor data quality and completeness.
  • Perform bulk operations within workflows.

Access permissions

Users with the Manage Catalog model role permission will see a tile entitled Data Model on the Catalog homepage.
The Data Model area is where Catalog administrators can define the structure, relationships, and governance rules for all objects within the Catalog. This includes configuring Object Types, metadata fields, associations, review cycles, interests, and conformance rules. Use this area when setting up new governance models or maintaining existing structures.
Bulk updates - Certain users might also be given the role permission Bulk load Catalog data. This permission allows users to extract Catalog objects and create/update/delete Catalog objects at scale.

Object Types

To begin defining new metadata, click the Create new Object Type button and specify the required information for your Object Type:

  • Name - determines how the Object Type appears in menus, and forms the basis of the URL path for its object lists.
  • Plural - the label displayed on the homepage to represent the collection of these objects.
  • Name is unique - when enabled, this setting ensures that each object created under this Object Type has a distinct name, preventing duplicates and enhancing clarity. When disabled, multiple objects can share the same name, which may be suitable for specific use cases but can lead to confusion.
  • Description - add a description of the Object Type. You can format the text using Markdown - allowing the use of rich text, links, and images.
  • Homepage settings - control how the Object Type appears and behaves on the Catalog homepage.
  • Sections - define optional section names that fields can belong to, helping group related fields together and create clearer, more structured forms.
  • Theme - choose a visual theme for this Object Type. Themes determine the icon and color used on tiles, menus, and object detail pages.
  • User permissions - control which users can create or delete objects of this type.

Field Types

By default, only a Name field is captured for new objects. You can configure additional fields to capture further metadata about the object.

When configuring fields for an Object Type, you can control the type of data captured, how each field behaves, and how it is displayed within forms and tables. The available configuration options include:

  • Data type - defines the kind of information the field will capture. The selected data type determines additional settings such as component type and any minimum/maximum values or lengths.
  • Sort order - specifies the sequence in which fields appear in forms and tables, helping maintain a logical and user-friendly layout.
  • Field size - controls the width of the field on the form, using a scale from 1–12, where 12 spans the full width of the page.
  • Tooltip - a message displayed on hover that guides users on what information to provide. Tooltips support Markdown, enabling you to embed images, link to internal documentation, or apply rich formatting.
  • Component type - determines the input format used for the field:
    • String fields have three component type options:
      • Textbox: Allows plain text input.
      • Textarea: Supports Markdown formatting for richer input.
      • Static text: Displays non-editable text, ideal for instructions or information.
    • Number, Date, and Boolean fields have a single predefined input option.
  • Is required - defines how essential the field is for data quality and conformance monitoring
  • Is advanced column - determines if the table will display this field by default when the user enables the Show advanced columns in tables.
  • Is displayed in primary tables - when enabled, the field is shown in the main Object Type list table.
  • Is displayed in secondary tables - when enabled, the field appears in related secondary tables shown on object detail pages.

Association Types

Beyond defining the fields that users will complete, you can also configure how this Object Type relates to other Object Types. These relationships, known as Associations, determine how objects link together, how users navigate between them, and how information is presented within the form.

The Is relationship many to many? setting determines how the association between two Object Types behaves.

When this setting is enabled, the relationship becomes many‑to‑many.
Each Object Type can link to multiple records from the other, and associations can be created and managed from either side, making this suitable for flexible, non‑hierarchical relationships.
For example, a Policy can apply to many Processes, and a Process can reference many Policies. This setting allows for a more dynamic and interconnected data model, reflecting real‑world complexities where entities often have multiple relationships with each other.

When this setting is turned off, the relationship becomes one‑to‑many.
Each record in the current Object Type can link to only one record in the target, while the target Object Type can link to many records from the current Object Type. This is ideal for hierarchical relationships.
For example, a Data Asset belongs to one Business Unit, but a Business Unit can have many Data Assets.

Associations support many of the same configuration controls as fields, including:

  • Is required?
  • Sort order
  • Tooltip
  • Primary/secondary table display options

In addition, associations have options specific to relationship behavior, such as:

  • Display mode - table, tab, list or none
  • Dropdown filtering - only objects matching the filtering condition will appear in the association dropdown when linking objects. This is particularly useful for managing large datasets, ensuring users can easily find and select the correct associated objects without overwhelming them with irrelevant options.
  • Read-only? - when enabled, users can view associated objects but cannot create or edit associations from the form. This is particularly useful for associations that are managed through other processes or systems, ensuring data integrity while still providing visibility into relationships.

Interest Types

Interest Types let you assign specific roles to users or groups for each object. These roles can use whatever terminology fits your organisation. For example, a policy might need an Executive Sponsor, a data asset might require a Steward, Owner and Custodian, and a business process might track who is Responsible, Accountable and Consulted.
As with associations and field configuration, you can also set conformance monitoring rules for Interest Types. This lets you control how important each interest assignment is using the Is required settings.
Within this area, Catalog administrators can also optionally allow users to subscribe to updates for each object of this type. For example, a user can subscribe to updates relating to a specific policy so that they get notified against any updates relating to this item.

Interest Types support many of the same configuration controls as fields, including:

  • Is required - indicates whether the association must be populated.
  • Sort order - controls the position of the association in forms and tables.
  • Tooltip - provides hover‑over help text.

In addition, Interest Types have specific options, such as:

  • Is subscription? - when enabled, users can subscribe to updates for objects of this type. For example, a user may choose to follow a particular policy and receive notifications when it changes.
  • Get notified about updates? - when enabled, users who are assigned an Interest Type on an object will automatically receive notifications about updates.

Approvers

These are the individual Users, User groups and/or Interest Types responsible for reviewing user suggested changes for an object or Object Type.

Review cycles

Review cycles allow administrators to ensure that key objects are periodically reviewed for accuracy. This supports ongoing governance and helps maintain up‑to‑date metadata.
Learn more about Review cycles and how to use them to maintain data quality across your Catalog.

Conformance levels

Conformance levels indicate how important a field is for data completeness and quality. Each level determines whether warnings are shown when values are missing. The levels are:

  • Required - users cannot save new records without entering a value. Missing values trigger a red conformance flag RedIcon , indicating a critical issue that needs attention.
  • Preferred – red - missing values trigger a red conformance flag RedIcon , indicating a high severity issue that needs attention.
  • Preferred – amber - missing values trigger an amber flag AmberIcon , indicating a moderate issue that should be addressed.
  • Optional - this field is available to populate but triggers no warnings if left empty.

Format Text

You can format the text using Markdown - allowing the use of rich text, links and images.

Markdown is a simple markup language for adding rich formatting and embeds to plain text. Below are some of the most commonly used markdown elements.

Headings

# Heading 1
## Heading 2
### Heading 3

Headings go as small as H6.

Bold and Italic Text

**Create bold text with double asterisks** and *italic text with single asterisks.*

Lists

Markdown supports ordered lists using numbers:

  1. First item
  2. Second item
  3. Third item

Markdown also supports unordered (bulleted) lists using dashes:

- First item
- Second Item
- Third item

Code

`Format a line of code with backticks.`

Horizontal Rule

Add a horizontal rule line with three dashes (---).

[Link text](https://google.com)

Images

Images are supported if the image file is Base64 encoded.

![Image alternative text.](Base64 encoded string of characters)

For example: ![Experian Logo](data:image/png;base64,iXj39m ……… ==)

Tables

Format tables with horizontal bars and dashes.

| Table  | Column | Header |
| ------ | ------ | ------ |
| First  | row    | here   |
| Second | row    | here   |

The resulting table:
[.no-100perc-width]

Table Column Header
First row here
Second row here